Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
2192 results found
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Save custom calendar filters
We use multiple filters to view admin calendars vs advisor/scheduling calendars and would like to save the filter settings to make it easier to go back and forth between the 2 views. With so many activity types, it is time consuming to find and click all the "types" for a given view.
4 votes -
Financials - Strategic Allocation
It would be great if we could create our own to match our companies risk tolerance scores
4 votes -
Client Review
The current setup with 'First' and 'Next' review dates works well, but it would be even more helpful to also have a 'Last Review Date' field. Ideally, we’d like the ability to run a report showing the full history of past review dates for each client.
4 votes -
new contact record box identifying "assistant" for each household
In the Contact Details box. Currently there is a servicing advisor and writing advisor box to inform office of the lead advisor and the junior advisor. Most advisors in our office have several assistants and it would be great to be able to have a assigned "assistant" box where we could select which office assistant works with each household. SO it would be a dropdown of all our office assistants and we could select which of the 8 was on each contact/household.
Thanks,4 votes -
Removing clutter and organizing notes vs. calling/scheduling notes
Having come from sales force and being used to that system I need help creating a separate section, other than notes, that strictly tracks calls made and notes related to the call. it becomes very cluttered to have all notes and communication on the main page for the client.
4 votes -
Choose when email notifications for activities are sent
Would be great to be able to choose whether to have an activity send an email every time it's updated or not. Or choose whether an email is sent every time someone removes themself from the activity. Or choose WHOSE updates should be emailed (e.g, only the activity owner's changes go out as an email). When we have a team activity the emails get out of control.
4 votes -
Activity field on Opportunity record
Can we please link the Activities to the Opportunity record and be able to CREATE activities from the Opp and vice versa? That way, you can see client phone calls etc via activity on the Opp easily
4 votes -
membership
"Linked Contact" should be whatever in "Job Title" unless it's blank then "Employee".
4 votes -
Workflow Reporting
Please create a workflow report which shows the exact task that the workflow is on rather than all the tasks that are still open in the workflow. We would like to run a report to see exactly where we are in the workflow. The Workflow Task report is very confusing as it shows all the tasks still needing to be done rather than the one we are currently working on. It is not a useful too in determining what task we need completed. Thank you for your consideration!
4 votes -
Disable birthday reminder and other contact reminders when termination date added
Would like the birthday reminder (and any other relevant contact reminders) be disabled once a termination date is entered.
4 votes -
Household Address Export
We would like to be able to generate an Excel export for households' addresses so that when we are creating mailing labels, we do not have duplicate addresses for both husband and spouse.
4 votes -
Feature Request: Trigger Automation When an Account Changes From $0 Balance to “Funded”
Please add an automation trigger that fires when an account’s balance changes from $0.00 to > $0.00 (“funded”). This would let firms automatically notify staff to contact the client to confirm/celebrate the first funding and kick off next-step tasks.
New client accounts are often created days or weeks before assets arrive (ACATs, contributions, rollovers, etc.). During this gap, all contact data and workflow scaffolding exist, but there’s no native event in Redtail Automations / Workflows that detects the moment funds hit the account. Teams currently rely on manual monitoring or ad-hoc reports, which introduces delays and inconsistency in client communication…
4 votes -
It would be helpful to have a feature that auto emailed or texted clients to remind them of upcoming appointments.
Having a feature that auto emailed or texted clients in advance of their upcoming meeting would be helpful. I was told this wasn't a current option/feature of CRM.
4 votes -
Redtail App/UDF Fields
Our office would find it extremely helpful if you could add the UDF fields to the Redtail app. Thank you.
4 votes -
Ability to add more than two people as account owners
When assigning ownership of an account to a contact, you can currently only assign two owners. I have several accounts with 3 or more owners, so the ability to add more would be nice.
3 votes -
Recurring/Repeat Activities
I see a strong need for REPEAT activities to be changed, even though this might seem like a small idea it could possibly be very beneficial to many Redtail users. As an example, when I want to add an activity that will repeat in October on the second Wednesday of the month, it is impossible. I can only add an activity that will be repeated on the same date, next year. Please add the option to schedule on the first through the last of the month (Weekly), Monday through Sunday (Possibly Multiple Days like the option that is already implemented…
3 votes -
Disable Integrations
Admins should be able to disable integrations for users. (So users cannot connect random integrations and pull in a bunch of junk info.)
3 votes -
Running Reports that show the created date of any given workflow
Enhance the reporting to where it's possible to run a report for the created date of any given workflows. This will be extraordinarily helpful from an analytics perspective because it will allow us to track the ebbs & flows of a firm's volume along with identifying trends in business that will help to inform the firm.
3 votes -
Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry
Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry. Other CRMs have this capability and then generate a report of the ones skipped. Can make it optional in case someone wants dups
3 votes -
On Imports do not create a duplicate contact if there is a matching name and email in the system already
On Imports do not create a duplicate contact if there is a matching name and email in the system already. Other CRM's do this, you can make it optional based on preference and then create an output from the import process that shows which ones were not imported. This is critical for a process I have to do.
3 votes
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